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IVH

Delaware Ivy High Income Opportunities Fund
IVH

Delisted

IVH was delisted on the 10th of March, 2023.

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37 hedge funds and large institutions have $58.6M invested in Delaware Ivy High Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

40% more capital invested

Capital invested by funds: $41.9M → $58.6M (+$16.7M)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

28% more funds holding

Funds holding: 29 → 37 (+8)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$11.1M
2
GC
Guggenheim Capital
Illinois
+$7.48M
3
SFS
Shaker Financial Services
Virginia
+$1.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.33M
5
SIA
Sit Investment Associates
Minnesota
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.28M
2
LCM
Laurion Capital Management
New York
-$2.05M
3
CCP
Clough Capital Partners
Massachusetts
-$576K
4
Wells Fargo
Wells Fargo
California
-$486K
5
UBS Group
UBS Group
Switzerland
-$403K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$205K -$4.4K -307 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$202K +$1.52K +106 +0.8%
DA
28
Doliver Advisors
Texas
$200K -$72.5K -5,057 -26%
SWM
29
SeaCrest Wealth Management
New York
$194K -$160K -11,181 -45%
FFG
30
Ford Financial Group
California
$180K – – –
Citadel Advisors
31
Citadel Advisors
Florida
$160K +$162K +11,261 New
LCM
32
Landscape Capital Management
New Jersey
$160K +$162K +11,311 New
HCM
33
Hollencrest Capital Management
California
$150K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$79K +$22.3K +1,556 +38%
ASN
35
Advisory Services Network
Georgia
$48K +$48.8K +3,400 New
PCP
36
Proficio Capital Partners
Massachusetts
$20K +$20.1K +1,400 New
AOWM
37
Alpha Omega Wealth Management
Virginia
$3K – – –
LCM
38
Laurion Capital Management
New York
– -$2.05M -135,637 Closed
CCP
39
Clough Capital Partners
Massachusetts
– -$576K -38,100 Closed
Squarepoint
40
Squarepoint
New York
– -$263K -17,367 Closed
WAM
41
Weiss Asset Management
Massachusetts
– -$240K -15,895 Closed
1
2

IVH Hedge Fund Activity: Q1 2018 in Review

37 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Delaware Ivy High Income Opportunities Fund (IVH) for Q1 2018, worth a combined $58.6M — up 40% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IVH positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 37 institutional investors held Delaware Ivy High Income Opportunities Fund (IVH) as of Q1 2018, up from 29 in Q4 2017.
  • Funds reported $58.6M of Delaware Ivy High Income Opportunities Fund stock for Q1 2018, up 40% quarter-over-quarter.
  • 12 funds opened new Delaware Ivy High Income Opportunities Fund positions in Q1 2018 and 4 closed out, a net change of +8 holders.
  • The largest Delaware Ivy High Income Opportunities Fund buyer in Q1 2018 was Saba Capital Management, an estimated $11.1M added.
  • The largest Delaware Ivy High Income Opportunities Fund seller in Q1 2018 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2018.